As we look ahead, credit continues to play a key role in our portfolio strategy. We have tactically adjusted duration, and our CIO and PM, Keenan Murray, shares insights into our current positioning.
https://t.co/pEZbQINorO
#Investments#CreditMarkets#ForgeFirst#2025Outlook
Within our tech holdings, we've tactically adjusted our positioning and incorporated hedging to account for seasonality and the strong long/short momentum factor returns in 2024.
https://t.co/ySicy28qKf
#2025Outlook#Alternatives#AI#Stocks
AI is seeing explosive growth—but what’s fueling this surge in funding, and what challenges are new entrants facing? Join CEO Andrew McCreath and Tech Analyst Dave MacLennan as they dive into the current AI landscape. Visit:
https://t.co/bsVNxXQsVZ
Andrew McCreath, CEO, CIO of Forge First Asset Management discusses our market outlook in the February 2023 Market Commentary.
Read Here:
https://t.co/cUYmVuICKs
@spotgamma@spotgamma what specifically do you suspect is driving this relationship and what do you presume could be the most likely event to disrupt this correlation?
Andrew McCreath, CEO,CIO of Forge First Asset Management, joins BNN Bloomberg to discuss why we think markets will remain choppy in 2023, inflation will stay sticky and growth will be lousy:
https://t.co/1IcqMUfPeL
Andrew McCreath, CEO, CIO of Forge First Asset Management, joins BNN Bloomberg for his argument on why service and wage inflation will remain sticky, making 2 per cent targets a major challenge:
https://t.co/3uflhWN3QT
Andrew McCreath, CEO, CIO of Forge First Asset Management discusses the January market rally, inflation, economic growth, our outlook for earnings and more in the Forge First January Monthly Commentary:
https://t.co/hDExT1euls
The COVID response in many parts of China have been adjusted drastically & it won’t be long until people can travel across the country without many restrictions. Time for Chinese people to treat COVID-19 as a flu in life.People’s mind is changing together with policy adjustments.